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Entry Level Financial Professional

LifeTech·$55,000 – $130,000

Primary stack

CommunicationSales

Nice to have's

LeadershipPublic speakingCustomer serviceMarketingAccountingSoftware

Job description

About the Position

Entry Level Financial Professional

Advantage Brokers is actively hiring for an Entry Level Financial Professional. This role is ideal for individuals seeking a flexible, remote career path or an additional stream of income. Whether you are looking for a full-time career change, part-time opportunity, or something that fits alongside your current job, we provide the training and mentorship needed to help you succeed.

Salary: $55k – $130k

Location: Remote (United States)

Employment Type: Full Time

Posted: 2026-10-05


Responsibilities

  • Conduct Financial Needs Analyses (FNA) for clients
  • Help individuals, families, and business owners create financial strategies designed to:
    • Build and leave a legacy
    • Prepare for retirement
    • Plan for future financial goals
    • Access life insurance solutions
    • Explore annuity options
    • Plan for final expenses
    • Understand indexed strategies

Requirements

  • Must be willing and able to obtain a Life & Health Insurance License for your resident state (if not already licensed)
  • Must pass a background check (no felonies)
  • Must have or be able to obtain a valid U.S. Social Security Number
  • Must currently reside in the United States during the licensing and onboarding process
  • Must be at least 18 years old
  • Flexible schedule
  • Work from home
  • Professional development and mentorship

Skills

Core Skills

  • Sales
  • Communication Skills
  • Entrepreneurship

Secondary Skills

  • Leadership
  • Public speaking
  • Customer service
  • Marketing
  • Accounting
  • Software

We Offer

  • Flexible scheduling - part-time or full-time
  • Ability to start with as little as 10 hours per week
  • Performance-based compensation with uncapped earning potential
  • Remote work opportunities using Zoom and online platforms
  • Training on both warm market and cold market prospecting strategies
  • No requirement to purchase leads
  • Ongoing mentorship and daily coaching
  • Access to an experienced Field Trainer who will guide you through client prospecting, training, and business development

About the Company

Advantage Brokers

  • Actively Hiring
  • Employees: 11-50
  • Industry: Financial Services, Insurance, Retirement

Advantage Brokers is in the top 10% of companies in terms of response time to applications. They respond within a week and have shown strong hiring growth in the past month.

Founders:

  • Angela Vargas, Founder, Los Angeles

More Jobs:

Learn more about Advantage Brokers:

Advantage Brokers

© LifeTech. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.

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